Functional Skills

Business Planning
M&A Support
Market Research
Financial Modeling
Financial Due Diligence
Valuation
Forecasting / Projections
Competitive Landscaping

Software Skills

Microsoft Excel
Microsoft Office

Sector Experience

Financial Services
Business Services
Technology
Industrials
3
hours

Avg Response Time

3
jobs

Jobs Completed

78
hours

Total Hours Logged

11
years

Years of Experience


Experience

 
GG Strategy LLC Management Consulting
President
09/2021 - Present
GG Strategy provides advisory and consulting services to middle market companies across many sectors and stages of development. Completed fundraising support for a seed stage MedTech company, financial modeling for a PE investment in the packaging sector, valuation analysis on a direct to consumer public company, competitive analysis on public stock exchanges, as well as other projects.

Charles Taylor Corporate Strategy & Development
Vice President of Corporate Development & Strategy
01/2021 - Present
Leading corporate development for a global 3,000 person insurance services and technology business backed by private equity.
- Completed 7 acquisitions deploying $100M of capital managed end-to-end, resulting in growing the US business 5x and expansion into new verticals and geographies.
- Manage key strategic initiatives for the organization to optimize performance and increase revenue and profitability.

Lovell Minnick Finance
Investment Professional
12/2015 - 12/2020
Investment Professional at $3.5B AUM Private Equity firm
- Directly deployed $450M in equity capital across four platform acquisitions and $100M in capital across 20 add-on acquisitions
- Led an international take-private and led the most successful sale in firm history
- Worked across financial, tech and business services sectors providing comprehensive due diligence, financial modeling, analysis, sector research, capital raising, and presenting to boards and investment committees.

RBC Capital Markets Finance
Investment Banker
10/2013 - 12/2015
$140B Global Investment Bank
- Focused on buy-side and sell-side M&A and capital raising within the Financial Institutions Group
- Closed 6 transactions worth ~$4B including buy-side and sell-side M&A for Banco Popular and Provident Bank, debt capital raises for Confie Seguros and York Insurance Services, and equity capital raise for Investors Bank